Market Analysis
The SEC Is Investigating Situational Awareness. The Real Story Is the Leverage, Not the Genius
Situational Awareness, the hedge fund run by former OpenAI researcher Leopold Aschenbrenner, peaked near $45 billion in assets under management in early July 2026, then lost roughly 67% of that...
Jeff Barnes, MBA··10 min read
Alternative Investments
BlackRock's Private Credit CEO Is Out. Here's What the TCP Capital Mess Tells Accredited Investors
BlackRock TCP Capital's CEO is stepping down amid a federal valuation probe and two NAV markdowns in five months. Jeff Barnes breaks down what it means.
Jeff Barnes, MBA··10 min read